Be in the know. 10 key reads for Wednesday…

  1. Can This CEO Save a Sneaker That Lost Its Cool? (wsj)
  2. Comcast, Atlanta Braves, and 3 Other Forgotten Value Stocks With Potential to Grow (barrons)
  3. Stocks headed to the moon if Yellen whips out a surprise this month, says Nomura strategist (marketwatch)
  4. Natural Gas Prices Are Volatile Amid Cold Weather and Red Sea Attacks (barrons)
  5. US Inflation Is Set to Fade in 2024 as Goods Prices Keep Falling (bloomberg)
  6. Is America’s Ultra-Processed Diet That Bad? Big Food Fights Back (wsj)
  7. China Credit Woes Ease as Big Borrowers Reveal Payment Plans (bloomberg)
  8. Use market pullbacks to buy stocks – Goldman Sachs (streetinsider)
  9. US and Chinese military officials hold first talks since 2021 (ft)
  10. Chinese companies resort to repurposing Nvidia gaming chips for AI (ft)

Disney Deja Vu Stock Market…

Our article of the week and podcast is going out a day early this week as I will be traveling to Dallas for my eldest daughter’s Olympic Development Program in Water Polo.  On Friday afternoon, I will have a window of time open from 11am-4pm, when I am meeting with existing clients and new clients.  If you are a prospective investor and would like to meet on Friday afternoon in Dallas, Plano, Frisco or somewhere in-between reach out here. Continue reading “Disney Deja Vu Stock Market…”

Be in the know. 20 key reads for Tuesday…

  1. China Is the Contrarian Trade of 2024 (bloomberg)
  2. Boeing Slides Further as More Loose Parts Found (barrons)
  3. Intel Holds an AI PC Pep Rally at CES Convention (barrons)
  4. Healthcare Stocks Are Trying to Break Out. What They Need Now. (barrons)
  5. Amazon and 2 More Stocks Are Winners as Ad Growth Ramps Up This Year, Analyst Says (barrons)
  6. Comcast Stock and 5 Other Losers That Look Ready to Become Winners (barrons)
  7. Biotech Is Ripe for M&A. These May Be the Next Acquisition Targets. (barrons)
  8. Activist investor Elliott takes big stake in Match Group, seeks changes: report (marketwatch)
  9. GSK to buy asthma-drug developer for up to $1.4 billion in pipeline push (marketwatch)
  10. Volkswagen sales rose 12% in 2023, hitting target despite China issues (marketwatch)
  11. Here are Wall Street’s favorite stocks in the sector expected to grow profits the most in 2024 (marketwatch)
  12. Offices Around America Hit a New Vacancy Record (wsj)
  13. Novartis in Advanced Talks to Buy Cytokinetics (wsj)
  14. America Has Plenty of Natural Gas. So Why Is New England Left Out in the Cold? (wsj)
  15. ‘Market’s Wrong, I’m Not’: Mike Mayo Loves Playing a Provocateur (bloomberg)
  16. The S&P 500 might leap 10% to a record high this year – but plunging interest rates could spell trouble for stocks, Wharton professor Jeremy Siegel says (businessinsider)
  17. China to persist with AI development efforts in 2024, despite US chip curbs: UBS (scmp)
  18. Alibaba’s DingTalk updates workplace collaboration app with new AI agent (scmp)
  19. Cainiao offers shoppers in US grouped delivery service, cutting shipping times (scmp)
  20. Russell 2000 (RUT) outlook for 2024, as per Goldman Sachs (streetinsider)